Continuum Advisory’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
4,219
+309
| +8% | +$43.5K | 0.07% | 238 |
|
|
2025
Q1 | $456K | Buy |
3,910
+272
| +7% | +$31.7K | 0.06% | 246 |
|
|
2024
Q4 | $457K | Buy |
3,638
+87
| +2% | +$10.9K | 0.06% | 248 |
|
|
2024
Q3 | $470K | Buy |
3,551
+390
| +12% | +$51.6K | 0.06% | 255 |
|
|
2024
Q2 | $307K | Buy |
3,161
+164
| +5% | +$15.9K | 0.04% | 303 |
|
|
2024
Q1 | $294K | Sell |
2,997
-1,534
| -34% | -$151K | 0.04% | 306 |
|
|
2023
Q4 | $423K | Buy |
4,531
+120
| +3% | +$11.2K | 0.06% | 309 |
|
|
2023
Q3 | $360K | Buy |
4,411
+221
| +5% | +$18K | 0.06% | 331 |
|
|
2023
Q2 | $358K | Buy |
4,190
+23
| +0.6% | +$1.96K | 0.06% | 336 |
|
|
2023
Q1 | $366K | Buy |
4,167
+458
| +12% | +$40.2K | 0.06% | 310 |
|
|
2022
Q4 | $315K | Buy |
3,709
+99
| +3% | +$8.42K | 0.06% | 340 |
|
|
2022
Q3 | $285K | Buy |
3,610
+303
| +9% | +$23.9K | 0.05% | 326 |
|
|
2022
Q2 | $252K | Sell |
3,307
-104
| -3% | -$7.93K | 0.05% | 357 |
|
|
2022
Q1 | $275K | Buy |
3,411
+666
| +24% | +$53.7K | 0.05% | 327 |
|
|
2021
Q4 | $269K | Buy |
2,745
+76
| +3% | +$7.45K | 0.06% | 258 |
|
|
2021
Q3 | $260K | Buy |
2,669
+41
| +2% | +$3.99K | 0.07% | 247 |
|
|
2021
Q2 | $241K | Sell |
2,628
-157
| -6% | -$14.4K | 0.07% | 238 |
|
|
2021
Q1 | $225K | Buy |
+2,785
| New | +$225K | 0.09% | 158 |
|